Rules

Mocking up a Prototype using the new Assembly feature in 7.4, I would like to be able to reference an Extender Business Rule within a Dashboard Assembly file. The scenario is, that I have a custom class (POCRunner) in an Extender file, and want to be able to call functions on that class object, when hitting a button in a Dashboard. I can't seem to find the right combination of assembly name and/or dependencies. The argument to have the custom class in an Extender, is also to be able to utilize a Data Management Sequence to trigger a job, calling the POCRunner class.Otherwise open for any other suggestion / approach.Thanks

Is it possible to show the task progress dialog (see picture below) of a DM task started in a BR. Dim task As TaskActivityItem = BRApi.Utilities.ExecuteDataMgmtSequence(...) ' Do something with task to show dialog? Or is there another way to consolidate from a BR, where it automatically shows the progress dialog?Context: Button -> Dashboard Extender BR to change params -> DM sequence -> Consolidate. I need the Dashboard Extender API on same button press to change params, so can't call the DM/consol directly from button press.

Hi, I can't seem to find a method in the api that accepts a substitutionvariable object and returns the string value of that substitution variable. Or just get a dictionary of all predefined substitution variables and their values. Is this or something similar available? 

hi , Suddenly the custom calculate BR is not getting called from the DM step. The error log statements which added inside the custom calculate BR are not logged in as well. Below is the rule and the DM step.   

I need to get a list of accounts based on what the cube view I created spits out. The cube view only has one row grabbing all the base children but has suppression on a column that will only show if there is a variance between 2 other columns. Each day the number of accounts with variances can differ and there is another column with a combo box for approve or deny. I need the list of accounts so I can provide the user with a mass approve or deny button

Is it possible to use a Business Rule to save one Security group under another security group? If so, can you share an example of how this would be done?

We are working on uploading and downloading files onto OneStream FileExplorer. It is possible to fetch the encoded file from the FileContents using the SQL Query over the REST API. Similarly, is it possible to upload the data to the FileExplorer using the REST API? Any ideas would be much appreciated. Regards, Anusha

  We are trying to create a form with external vba code to refresh automatically once the onestream addin- refresh workbook. 

hi,Am looking to trigger the Finance Business rule from the DM step.Below is my snippet , but the DM step is not triggering the  finance BR .      Thanks 

hi , Am getting mutiple values from the databuffer for the same intersection. Database has  Status1 ,Value1  then up to ...Status 12 ,Value 12...  I beleive that only the Staus 12 and Value 12 combination alone has to be used but am not sure how it can be pulled in the rule , others are the past values which are stored for that particular intersection..Based on this value further calculation of  % on UD 8 needs to be made. Rule:  Thanks

This may be a long shot but I was wondering if there was any kind of functionality to have a message appear if you leave a dashboard page/try to close out of it. The use case is that I have a dashboard that has a button that is hitting when a conference call happens and it updates security groups so certain users can't make updates during the call. I have another button the user SHOULD hit when the call is done and this will put the security back to what it was originally.  If the user of the dashboard forgets to hit that other button at the end of the call then the security never changes back. Was hoping to give a pop up message or something that forces the user to hit that end call button so the security goes back to what it was.

I'm getting the message "'Function GetLiteralParameterValue(si As SessionInfo, isSystemLevel As Boolean, parameterName As String) As String' is obsolete: 'This is a temporary function used by Marketplace Solutions for backwards compatibility with old XF versions. Please change your code to use supported functionality.'."   Anyone know what object & method should I be using instead?     strSomeString = BRApi.Dashboards.Parameters.GetLiteralParameterValue(si,Nothing,"pm_SomeParameter")      

What I have found is that using the BRApi.Finance.Members.GetMemberInfo or Metadata.GetMember calls with True for includeProperties or even the first call to BRApi.Finance.UD.Text(...) all incur an average of just over 2 seconds and we are looping through 27,000+ projects so 15 hours to check and update the text fields. It seems that it gets cached either in OneStream or the SQL server so a second call done in the update function is no additional cost. The Dimension Library object obviously does this a much faster way, maybe by specifying the individual properties wanted in one of the optional objects versus all properties?   There has to be a faster way.  When using the Dimension Library and setting Grid View's Settings to NOT display parent child relationships, you gain access to the Text# fields.  You can update a lot of these at one time FAST.   I have even updated a function I used to add calling the GetMembersUsingFilter with the option to include All properti

Is it possible to update the Application Security roles with in an extender Business rule? I want to be able to update the Modifydata role with the push of a button.

Guys, There is a requirement to reverse the signage of all Revenue Accounts, So we have a Code that gets all The Revenue Accounts and Multiplied it with ' -1' , And the data is getting Flipped . But when we try to Consolidate that flipped Data , It is getting Cleared . Also When We try to run The rule 2 or 3 times , then also the Data is Getting Cleared. Any idea why this is happening. This is the code that does the flipping :Dim accountDimName As String = "Financial_Statements" Dim mFilter As String = "A#[4.00.000.000].Base" Dim lstAccounts As List(Of MemberInfo) = BRApi.Finance.Metadata.GetMembersUsingFilter(si, accountDimName, mFilter, False) 'filter on revenue accounts Dim lstRevenueAccounts As List(Of MemberInfo) = lstAccounts.Where(Function(x) BRApi.Finance.Account.GetAccountType(si, x.Member.MemberId).Equals(AccountType.Revenue)).ToList() For Each MemberInfo As MemberInfo In lstRevenueAccounts Dim nMemberId As Integer = BRApi.Finance.Memb

Hello, I'm in the early stages of building a long-term forecasting cube in our application. The initial requirement is that the business can load volumes, SSP, and product cost by product type to a single 'memo' entity, market, and customer, and then the model will allocate this across base members based on some % drivers.  The Entity piece seems the most complex as I need to translate the amounts to the local currency when allocating so that the business can perform sensitivity analysis on FX rate changes. I've managed to get something allocated across a few entities just using an ADC, however it is writing the amounts to local currency as well as GBP (group currency), which means that when the entities consolidate, they remain at their 'local' currency levels. I tried specifying the destination C#, but it seems to not allow this. Has anyone else done something similar, or knows if OS is capable of this?  

Hi All, Does someone have a best practice regarding scope changes during the year or over the year? I'm already using Custom share so I could add logic which compares Current Period with Prior period relationship properties. Thanks in advance! Kind regards, Jorrit

Hi, I have this loop that use multiply unbalance to get the UD3 member segmented in the accounts, this is the current rule but it's not delivering good performance:  I try to recode the rule like this but is not calculating as the loop:  Thanks for your time,

I would like to create a derivative transformation rule that will add _Qty to the end of the Account and pull the ActualQuantity field from the data source as the Amount.My DataSource has a field for ActualQuantity.I have a Derivative Rule that looks like this:The complex expression on the derivative rule is:this returns 0 instead of the amount in the ActualQuantity field. Thank you in advance.

Guys , Any idea on how to write a business rule that retrieves a list of all Revenue Accounts .Thanks 

Hi - I am trying to get the confirmation entities from all of my Import Channel under my WF Profile. using extender BR but I am not able to find an instance to call the function. Any help would be appreciated ? I was able to get the Confirmed entitles at the WF Profile Level and the below is the code.  Dim A As String = String.Empty Dim wfClusterPk As WorkflowUnitClusterPk = BRApi.Workflow.General.GetWorkflowUnitClusterPk(si,"Total_Corporate","Actual","2023M1") Dim objList As List(Of BaseNameIntPairInfo) = BRApi.Workflow.Metadata.GetProfileConfirmationEntities(si,wfClusterPk) For Each cent As BaseNameIntPairInfo In objList A = cent.Name brapi.ErrorLog.LogMessage(si,A) Next 

Hi All - I recently came across the BRApi.Workflow.Metadata.SaveWorkflowProfileEntity and could not find any documentation. Does it get the name of the entity while saving which is attached to WF ? Any sample code would be appreciated Thanks 

Hi, I'm trying to get the amount of an objDataCellInfoUsingMemberScript but I couldn't get the data, I'm trying this:objDataCellInfoUsingMemberScript = BRApi.Finance.Data.GetDataCellUsingMemberScript(si,"KemetFinRptg", "E#LEGAL_Y:C#Local:S#Actual_YAGEO_Fx:T#2022M1:V#MTD:A#702006:F#Top:O#Top:I #Top:UD1#0021:U2#Top:U3#Top:U4#Top:U5#Top:U6#None:U7#None:U8#None" )'String to convertDim stringToConvert As String = objDataCellInfoUsingMemberScript.DataCellEx '<-- Update string to be converted'Convert to double. Set to 0 if string if not able to be convertedDim dblValue As Double = stringToConvert.XFConvertToDouble(0)  

Hi OS Community,We have custom business rule to manage Data cell access security (Slice security). We have created new row category(DHRStat_Fcst)select group and it should have Read access only to PLP register but issue is it also have write access to add or make changes to register (screenshot below highlight in yellow) which we are trying to retrict through BR. Custom BR code: Line 253-259 is it is for data cell read access for PLP registerLine 263- 264 is the code for write access for PLP register and we try to restrict by category, but it is still not working. If Not itemAccess.Category = "DHRStat_Fcst" AndAlso itemAccess.MemberFilters.Scenario.IndexOf(wfscenarioname) > -1 AndAlso brapi.Security.Authorization.IsUserInGroup(si, groupID) ThendashSet = "3b2b1w_RegisterMaint_PLP"End If Data access:I need help with the BR code change to restrict the write access to the particular Data cell category .Let me know if you need any more details.Appreciate your help!!

Hi, Is there a programmatic or any other way to log off all users in a certain application before a data management job runs? Because of a bug in Account Recon marketplace solution, the data load fails when the users are active. Ragav.